||EPS - Basic
||Market Cap (m)
|Construction & Materials
T Clarke Share Discussion Threads
Showing 2376 to 2398 of 2400 messages
|Spot on rivaldo,
I agree with your analysis and took an opening position here last week.
The forward order book is healthy too, so it can be a bit choosy to avoid low margin work.|
Take the cash of and its a PE of 4.5|
|Great to see the overhang cleared and the excellent rise last week whilst I was on hols.
With 11.2p historic EPS forecast for 2016, together with a 3.2p dividend - plus a £9m+ cash pile against a £33m m/cap - there would seem to be excellent upside from here.|
|For me the fraud gave a bad signal to the market as regards competence of higher management. Whilst £2.8m is hardly irrelevant to such a small company in the short term, further out it should ensure smarter checks and balances, and closer supervision.
I sliced a while back, but still like the emphasis on quality and willingness to turn down work where margins are silly. That seems to have engendered a reputation for reliability and top class work with customers coming back for more. I'm inclined to add at current yields.|
|The £2.8m is pretty irrelevant in the schemes of things. Perhaps after fees they will recover half of it, perhaps not.
The underlying profitability and sales growth will create value long term. Even the £6m in the article above looks low to me.
There are some chunky trades going through today which makes you wonder after the rise yesterday. Can only be good I think
Also Wintefloods have doubled their liquidity on L2 today. I have no idea what that means. They are sitting on the bid at 79.0|
|Larva, I doubt they will recover all the money though.|
|If they recover the £2.8m in full, that takes total cash to 30p plus they generate more, this could have 40p cash in a year|
|100p should be easily achieved short term here, then depends on results.IMHO,|
|for any newbies, courtesy of Aisha post 1679
AISHAH8 Feb '17 - 09:34 - 1679 of 1709 0 0
I added at the open on Monday. Here's the SCSW BUY rec:
T Clarke - Cash adjusted PE of 4.7
74.75p Epic code: CTO
(Sharewatch) T Clarke (CTO; 74.75p), a UK provider of mechanical, electrical and ICT engineering services, was once a stockmarket darling and could do no wrong. It operated nationally for many years and successfully across the lifecycle of an asset from design, installation and commissioning to FM. But then it got hit by several busses at once: the recession led to margin pressure; there were two lossmaking offices (now closed); two contract disputes (resolved); and an employee was found with his fingers in the cookie jar to the tune of £2.8m (recovery of this swindled cash underway). But things seem to have cheered up and CTO has issued an exceptionally strong update with full year profits for 2016 expected to be £6m, materially ahead of N+1 Singer’s £4.2m forecast. Based on eps of 11p, net cash of £9.2m (22p a share) and a record £330m order book, the shares are a buy on a cash adjusted PE of 4.7. 2016 results are due on 28 March.
* The writer has a holding|
|Level2 firing up|
|Let's hope so cc2014.|
|What a great day. Let's hope we have a clear run to 90p|
|lid blowofff now to 100p quick|
|I'm in here for a few today.
It looks like a protected trade is being worked through. L2 looks strong on the bid.
SNGR is last MM at 78p, then next is 80p.
Not sure how many SNGR have to clear, but otherwise looks positive.|
used to be 300p|
|Technically looks very strong|
|fine and dandy roll on a quid
Slater took em?|
|That's the JP Morgan sells being placed|
|Lots of buying recently ... today 1.291M & 600k buys.|
|25k buy printed|
|From the RNS, the position after the triggering transaction is that they now have "below the minimum threshold" number of shares, which I believe is 3%. ie less than approx 1.25mln shares.|
|Surely they are now below 5% - nothing else can be inferred ?|